If you are in business, financial statements are an essential tool. Knowing how to read your financial statements will help you to understand what happened last year in your business and what is likely to happen this year.

Mr. Morton has 28 years experience in public and management accounting. As both a Certified Public Accountant and Certified Management Accountant he offers an excellent source for not only technical accounting and tax issues but for management advisory support as well. Mr. Morton has also earned a Certificate in Financial Management from the Institute of Management Accountants. He has been designated as a Certified Information Technology Professional by the American Institute of Certified Public Accountants. Mr. Morton has taught classes in managerial accounting, auditing and tax at Western New England College and Bay Path College. He served as a lead instructor for the Becker CPA Review Course for ten years and has taught CMA Review Courses throughout New England. Mr. Morton’s experience in management accounting includes work with a major government contractor that required him to obtain knowledge of cost accounting standards and rate calculations. He has many years of experience dealing with manufacturers and has worked with a variety of computer packages. His over seven years of experience as a controller has given him a unique perspective that serves as a tremendous benefit when dealing with the challenges faced by his small business clients. He also has extensive experience working with family owned businesses both as advisor and as a member of their management team. He works with many of the area banks and finance companies to assist his clients with their working capital and equipment financing needs. He also has extensive experience in business planning including projections and forecasts.